Post-IPO marketing strategy
(Retail driven)
VINAWEALTH ENHANCED FIXED
INCOME FUND (VFF)
March 18th , 2013
2
Contents
1. Distribution improvement and expansion
2. Market communication
3. Incentives
3
1, Distribution capability: improvement & expansion
1. Distribution Improvement
• Dedicated sales team/committed to success
• Customer segmentation (not only stock-investors)
• Process, procedures review
• Marketing materials
2. Distribution Expansion
• Add more distributors: VDSC, VNDirect, VCSC, ACBS…
• Diversified channel to commercial banks: SCB, HDBank,
VPBank, Techcombank
• VinaWealth sales capability
4
2, Market communication
1. Messages and educational topics
• Benefits to investors investing thru OEF
• Why VFF, why VinaWealth, why now?
• A roadmap to your financial freedom
2. How
• Speaking, presentation to focus groups
• News release
• Personal finance column
• (e-)Market materials, investor guide
3. Frequency
• Gatherings: On demand and as frequently as possible
• Bi-weekly on media
• Available at front desk and downloadable from the websites
“A roadmap to your financial freedom”
5
3, Incentives to direct sales team
1. Getting the sales motivated
• Clear message from management team
• Good product(s) and potential business (OEF)
• Advanced in new skills and more incomes
2. Giving enough support to them
• Trainings
• Sales tool, process and procedures
• Marketing supports
3. Incentivizing timely and fairly
• Bonuses: money, trip, gift…
• Advanced training and development
• Recognition and advancement.
“incentives based on the sales target achievement”
6
Estimated budget for Post-IPO activities
VFF POST-IPO BUDGET
Unit: VND'000
No. Items Quantity Unit price Amount Notes
1 Media relations 620,000
- New release 16 20,000 320,000
- Press gathering 4 50,000 200,000
- Personal finance column 2 50,000 100,000 2 contracts: Online and papers
2 Investor gatherings 260,000
- Investor seminars 20 5,000 100,000 in coordination with distributors
- Focus group gatherings/Sponsorship 4 40,000 160,000
3 Sales incentives 275,000
- Sales Contest 2 50,000 100,000 Sales target
- others 4 20,000 80,000
4 Marketing material production 95,000
- Investor guide 2,000 20 40,000
- Product brochure/sales KIT 2,000 15 30,000
- Banner and standees 50 500 25,000
TOTAL 1,250,000
7
Thank you!

20130318 vff post ipo marketing

  • 1.
    Post-IPO marketing strategy (Retaildriven) VINAWEALTH ENHANCED FIXED INCOME FUND (VFF) March 18th , 2013
  • 2.
    2 Contents 1. Distribution improvementand expansion 2. Market communication 3. Incentives
  • 3.
    3 1, Distribution capability:improvement & expansion 1. Distribution Improvement • Dedicated sales team/committed to success • Customer segmentation (not only stock-investors) • Process, procedures review • Marketing materials 2. Distribution Expansion • Add more distributors: VDSC, VNDirect, VCSC, ACBS… • Diversified channel to commercial banks: SCB, HDBank, VPBank, Techcombank • VinaWealth sales capability
  • 4.
    4 2, Market communication 1.Messages and educational topics • Benefits to investors investing thru OEF • Why VFF, why VinaWealth, why now? • A roadmap to your financial freedom 2. How • Speaking, presentation to focus groups • News release • Personal finance column • (e-)Market materials, investor guide 3. Frequency • Gatherings: On demand and as frequently as possible • Bi-weekly on media • Available at front desk and downloadable from the websites “A roadmap to your financial freedom”
  • 5.
    5 3, Incentives todirect sales team 1. Getting the sales motivated • Clear message from management team • Good product(s) and potential business (OEF) • Advanced in new skills and more incomes 2. Giving enough support to them • Trainings • Sales tool, process and procedures • Marketing supports 3. Incentivizing timely and fairly • Bonuses: money, trip, gift… • Advanced training and development • Recognition and advancement. “incentives based on the sales target achievement”
  • 6.
    6 Estimated budget forPost-IPO activities VFF POST-IPO BUDGET Unit: VND'000 No. Items Quantity Unit price Amount Notes 1 Media relations 620,000 - New release 16 20,000 320,000 - Press gathering 4 50,000 200,000 - Personal finance column 2 50,000 100,000 2 contracts: Online and papers 2 Investor gatherings 260,000 - Investor seminars 20 5,000 100,000 in coordination with distributors - Focus group gatherings/Sponsorship 4 40,000 160,000 3 Sales incentives 275,000 - Sales Contest 2 50,000 100,000 Sales target - others 4 20,000 80,000 4 Marketing material production 95,000 - Investor guide 2,000 20 40,000 - Product brochure/sales KIT 2,000 15 30,000 - Banner and standees 50 500 25,000 TOTAL 1,250,000
  • 7.